# Adam Roberts

> Adam Roberts is a fee-only financial advisor at Potentia Wealth in San Jose, California, who holds the CFP credential. Adam focuses on family wealth transfer. Potentia Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-roberts/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Potentia Wealth
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $569.1M across 1,253 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6988854 (https://adviserinfo.sec.gov/individual/summary/6988854)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2021)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.potentiawealth.com

## Frequently asked questions

### Is Adam Roberts a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Potentia Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Potentia Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Adam Roberts based?

Adam Roberts is based in San Jose, California.

### What does Adam specialize in?

Adam's specialties include family wealth transfer. Adam works with multi-generational families.

### What credentials does Adam Roberts hold?

Adam Roberts holds the CFP credential.

### Is Adam Roberts registered with the SEC?

Yes. Adam Roberts is registered as an investment adviser representative in CA (CRD 6988854), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Potentia Wealth manage?

Potentia Wealth reports $569.1M across 1,253 accounts in assets under management.

### How do I contact Adam Roberts?

Through Adam's website, www.potentiawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6988854): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://potentiawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.